Center in the News

Categories: Other

Read recent articles about the Center for Financial Planning. FAs Wanted: “Millennials, Women, People of Color” Financial Advisor IQ, April 24, 2017 Center for Financial Planning Awards Scholarships Financial Advisor, April 6, 2017 Fidelity’s David Canter Makes Financial Advice His Boston Marathon Cause InvestmentNews, March 20, 2017 Beware the Gap Coming in the Number of …

Continue Reading

Center’s 2016 Annual Report Highlights Successful First Year

Categories: Other

The CFP Board Center for Financial Planning is proud to present the 2016 Annual Report. Our inaugural Annual Report highlights the exciting programs and initiatives launched during the Center’s first year and the significant progress the Center has made in each of its three focus areas: Workforce Development: Attracting and developing the next generation of …

Continue Reading

CFP Board, University of Illinois Offer Free, Online Financial Planning Course

Categories: Other

Offered through Coursera, course provides an introduction for both consumers and those interested in a career in financial planning Young adults and others who resolve to be financially prepared for 2017 and beyond can take a free, online financial planning course at their convenience. Now open for registration, the course provides an introduction to financial …

Continue Reading

View the Webcast Recording from the Launch of the Center for Financial Planning

Categories: Other

Video recording from the historic launch of the CFP Board Center for Financial Planning at a November 18, 2015 event in New York City is available below. The agenda included an introduction to the Center, including a presentation by TD Ameritrade Institutional, Center’s Lead Founding Sponsor, and engaging panel discussions on Workforce Development & Diversity and …

Continue Reading